What Are Conditional Fields?
Conditional Fields allow you to control how fields behave when creating or editing records. Depending on your rules, fields can be:- Required: Users must fill out these fields before saving.
- Review: Users are prompted to fill these fields when editing existing records.
- Disabled: Users cannot edit these fields.
- No Change: Fields remain unchanged—no restrictions applied.
How to Set Up Conditional Fields
- Go to Settings in the lower-left corner.
- Click on Data Entry and then Conditional Fields.
- Select the record type you want to apply the rule to.
- Click + Create new rule in the upper right corner.
- Name your rule and add a description (optional but helpful).
- Set the criteria for when the rule should apply.
- Choose which fields to restrict and how:
- Set fields to Required, Review, or Disabled.
- Click Save to activate your rule.
Example: Making Sure Key Info Isn’t Missed
Let’s say you want to ensure every person record has a first name. You can set up a rule like this:- Criteria: First name is blank
- Actions:
- Set First name to required
- Set Last name and Work phone to require review
- Set Source to disabled
What Happens When Rules Are Active?
- If a user tries to save a record without meeting the rule’s criteria, they’ll see clear error messages in the lower left of the form.
- The form will list what needs to be fixed before saving.
Compatibility
Conditional Fields work seamlessly with the Pipeline mobile app. Any rule you set in your CRM applies to mobile users, too—no extra setup required.Tip: Conditional Fields help keep your data accurate and your workflow smooth. If you need a hand, check out our Help Center or contact your Pipeline CRM Admin.